Top 10 financial advisor firms in McLean

20 SEC-registered financial advisor firms are headquartered in McLean, VA, with $27.7B in combined regulatory assets under management. The largest by assets are Cassaday & Co Wealth Management ($7.14B), Andersen Tax ($6.35B) and Bogart Wealth ($3.19B).

20
Financial advisor firms: $27.7B
Their combined AUM: $414M
Median firm AUM: 9,905
Clients of the top 10

The 10 largest by assets

1
Cassaday & Co Wealth Management
RIA
$7.14B
0.50% to 1.50%
2
Andersen Tax
RIA
$6.35B
0.35% to 1.00% a year
3
Bogart Wealth
RIA
$3.19B
0.55% to 1.43% a year
4
West Financial Services
RIA
$2.84B
0.30% to 1.00% a year
5
Activ8 Family Office
RIA
$1.54B
Up to 1.50% a year
6
Range Advisory
RIA
$1.39B
Regulatory AUM
7
Brown | Miller Wealth Management
RIA
$991M
0.40% to 1.25% a year
8
Centurion Wealth Management
RIA
$786M
0.55% to 1.35% a year
9
Olio Financial Planning
RIA
$601M
Regulatory AUM
10
Sage Financial Management Group
RIA
$423M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Cassaday & Co Wealth Management

Cassaday & Co Wealth Management is an investment adviser based in McLean, VA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $7.14 billion, as filed on 9 March 2026.

Cassaday & Co Wealth Management charges 0.50%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $7.14B
Clients: 3,267
Advisory staff: 32
Fee schedule: 0.50% to 1.50%
Custodians: Pershing
Headquarters: 8180 Greensboro Drive, Suite 1180, McLean, VA 22102
Phone: 703-506-8200
Website: cassaday.com

No. 2 · RIA

Andersen Tax

Andersen Tax is an investment adviser based in McLean, VA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $6.35 billion, as filed on 30 March 2026.

Andersen Tax charges 0.35%–1.00% a year for its Full-Service Investment Consulting.

Regulatory AUM: $6.35B
Clients: 612
Advisory staff: 50
Fee schedule: 0.35% to 1.00% a year
Custodians: RBC Capital Markets, Charles Schwab
Headquarters: 1861 International Drive, Suite 501, McLean, VA 22102
Phone: 571-382-0020
Website: andersen.com

No. 3 · RIA

Bogart Wealth

Bogart Wealth is an investment adviser based in McLean, VA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $3.19 billion, as filed on 14 September 2026.

Bogart Wealth charges 0.55%–1.43% a year for its Wealth Management.

Regulatory AUM: $3.19B
Clients: 1,442
Advisory staff: 29
Fee schedule: 0.55% to 1.43% a year
Custodians: Charles Schwab
Headquarters: 2010 Corporate Ridge, Suite 900, McLean, VA 22102
Phone: 703-570-8651
Website: bogartwealth.com

No. 4 · RIA

West Financial Services

West Financial Services is an investment adviser based in McLean, VA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.84 billion, as filed on 10 August 2026.

West Financial Services charges 0.30%–1.00% a year for its Investment Management Services.

Regulatory AUM: $2.84B
Clients: 964
Advisory staff: 22
Founded: 1982
Fee schedule: 0.30% to 1.00% a year
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 2010 Corporate Ridge Road, Ste 530, McLean, VA 22102
Phone: 703-847-2500
Website: westfinancial.com

No. 5 · RIA

Activ8 Family Office

Activ8 Family Office is an investment adviser based in McLean, VA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.54 billion, as filed on 3 August 2026.

Activ8 Family Office charges up to 1.50% a year for its Holistic Client Management Program.

Regulatory AUM: $1.54B
Clients: 387
Advisory staff: 7
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 1775 Tyson'S BLVD, 5th Floor, Suite 5175, McLean, VA 22102
Phone: 978-870-0255
Website: activ8familyoffice.com

No. 6 · RIA

Range Advisory

Range Advisory is an investment adviser based in McLean, VA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.39 billion, as filed on 23 September 2026.

Regulatory AUM: $1.39B
Clients: 1,773
Advisory staff: 18
Custodians: Altruist, Apex Clearing
Headquarters: 8270 Greensboro Drive, Suite 910, McLean, VA 22102
Phone: 703-261-4126
Website: range.com

No. 7 · RIA

Brown | Miller Wealth Management

Brown | Miller Wealth Management is an investment adviser based in McLean, VA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $991 million, as filed on 15 September 2026.

Brown | Miller Wealth Management charges 0.40%–1.25% a year for its Investment and Wealth Management Services.

Regulatory AUM: $991M
Clients: 508
Advisory staff: 11
Founded: 2019
Fee schedule: 0.40% to 1.25% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 8280 Greensboro Drive, Suite 220, McLean, VA 22102
Phone: 703-972-1950
Website: brownmillerwm.com

No. 8 · RIA

Centurion Wealth Management

Centurion Wealth Management is an investment adviser based in McLean, VA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $786 million, as filed on 25 September 2026.

Centurion Wealth Management charges 0.55%–1.35% a year for its Investment Management.

Regulatory AUM: $786M
Clients: 415
Advisory staff: 5
Founded: 2022
Fee schedule: 0.55% to 1.35% a year
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 7901 Jones Branch Drive, Suite 230, McLean, VA 22102
Phone: 571-765-1890

No. 9 · RIA

Olio Financial Planning

Olio Financial Planning is an investment adviser based in McLean, VA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $601 million, as filed on 4 March 2026.

Regulatory AUM: $601M
Clients: 387
Advisory staff: 8
Founded: 2015
Custodians: Charles Schwab
Headquarters: 1751 Pinnacle Drive, Suite 600, McLean, VA 22102-4007
Phone: 703-459-9299
Website: meetolio.com

No. 10 · RIA

Sage Financial Management Group

Sage Financial Management Group is an investment adviser based in McLean, VA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $423 million, as filed on 15 June 2026.

Sage Financial Management Group charges 0.50%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $423M
Clients: 150
Advisory staff: 4
Founded: 2007
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 1320 Old Chain Bridge Road, Suite 250, McLean, VA 22101
Phone: 703-992-7650
Website: sagevestwealth.com

Questions about financial advisors in McLean

How many financial advisor firms are headquartered in McLean?

20 SEC-registered financial advisor firms report their principal office in McLean, VA, managing $27.7B in regulatory assets between them. The other 11 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in McLean?

Cassaday & Co Wealth Management, with $7.14B in regulatory assets under management on its latest Form ADV. The next largest are Andersen Tax ($6.35B) and Bogart Wealth ($3.19B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in McLean?

The median firm manages $414M in regulatory assets. That is the midpoint of the 20 firms headquartered in McLean.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in McLean charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in McLean?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

McLean has 20 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in McLean

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